Estate & Trust Conference

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Jun 15, 2018

Registration: 7:15 AM / Program: 8:00 AM - 4:30 PM Pacific Time


Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None


Click the image above to view the conference brochure

Hear the latest on estate planning issues that impact you and your clients.

CLE (OR): 7 hours approved

Conference developed by the OSCPA Estate Planning Project Committee.

We appreciate the following business for sponsoring the 2018 Estate & Trust Conference:


Oregon Community Foundation

Designed For

CPAs and professionals involved in estate planning as well as those who would like to know more. CPAs, attorneys, trust officers, Chartered Life Underwriters and other professionals are encouraged to attend.


To provide an overview of recent developments and important issues in estate planning, trust planning and estate and trust reporting.

Major Subjects

  • Why Every Taxpayer Should Include Trusts in Their Planning
    Steven G. Siegel, Attorney
    The Siegel Group, Morristown, NJ
  • International Estate Planning in a Nutshell
    Akane Suzuki
    Garvey Schubert Barer, Seattle, WA

  • Legislative & Case Law Update
    Joseph H. Wessman, III, Attorney
    Witherspoon Kelley Davenport & Toole PS, Spokane, WA

  • Planning for IRAs After Death: A Post-TCJA Refresher
    Jeffrey G. Moore, JD
    Saalfeld Griggs PC, Salem, OR
  • Planning with GRATs, QPRTs, and SCINs
    Steven Siegel, Attorney
    The Siegel Group, Morristown, NJ

  • Digital Assets: Estate Planning  in the Digital Age
    Michael D. Walker
    Samuels Yoelin Kantor LLP, Portland, OR

  • What to do with Partnerships & LLCs
    John H. Draneas, CPA, Attorney
    Draneas & Huglin PC, Lake Oswego, OR

This event has already passed. If you have any questions, please contact us at 503-641-7200 or email